Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Equity-Income Inv in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 237 | $62.2M | $1.6M |
| 2 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $834K |
| 3 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN |
EDINA MN |
| 105 |
| $23.1M |
| $547K |
| 4 | DAVENPORT UNIVERSITY DAVENPORT UNIVERSITY RETIREMENT PLAN | GRAND RAPIDS MI | 1,506 | $164.2M | $250K |
| 5 | KEN CARYL GLASS, INC. KEN CARYL GLASS, INC. 401(K) PLAN | LITTLETON CO | 116 | $9.7M | $146K |
| 6 | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGRA COUNTY, INC. UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN | NIAGARA FALLS NY | 202 | $5.1M | $81K |
| 7 | EDSEL & ELEANOR FORD HOUSE EDSEL & ELEANOR FORD HOUSE 403(B) PLAN | GROSSE POINTE SHORES MI | 116 | $5.9M | $46K |
